Portfolio of Stocks

Good Morning: This is a daily review of the stocks in your portfolio, updated on Tuesday, July 1, 2025 at 7:13 AM (UTC). The data is lagged by ~1 day.

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Summary Table

Charts

AAPL

AAPL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.1214405	-0.1746293	8785.595	1
Buy_Hold	-0.1301196	-0.1866870	8772.072	1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPL Interactive

AMZN

AMZN Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0279145	0.0416564	10279.14	2
Buy_Hold	0.1565103	0.2405374	11648.00	1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN Interactive

BA

BA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3870003	0.6240806	13870.00	4
Buy_Hold	0.3105454	0.4931568	13054.83	1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BA Interactive

BABA

BABA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2022350	0.3139308	12022.35	3
Buy_Hold	0.1289071	0.1969004	11339.87	1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABA Interactive

BYDDY

BYDDY Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3894378	0.6283134	13894.38	4
Buy_Hold	0.2758434	0.4349245	12685.96	1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDY Interactive

COST

COST Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2094062	0.3255653	12094.06	5
Buy_Hold	0.1079475	0.1641076	11110.69	1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COST Interactive

CRCL

CRCL Backtest 1yr

## [1] NA

## [1] NA

CRCL Static 2mo

## Warning in last.xts(structure(c(31, 69, 96.3899993896484, 132.720001220703, :
## requested length is greater than original

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCL Interactive

CRWV

CRWV Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000	0.000	10000.00	0
Buy_Hold	3.0765	275.153	41810.26	1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWV Interactive

EL

EL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1543478	0.2371005	11543.478	2
Buy_Hold	-0.0775202	-0.1127343	9079.672	1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

EL Interactive

ELF

ELF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0443102	0.0663799	10443.10	1
Buy_Hold	0.1670262	0.2572949	11312.73	1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF Interactive

GELYF

GELYF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2834225	0.4475783	12834.23	2
Buy_Hold	0.1771428	0.2734849	12117.65	1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYF Interactive

GLD

GLD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000000	0.0000000	10000.00	0
Buy_Hold	0.2004489	0.3110382	12045.76	1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLD Interactive

GOOGL

GOOGL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0700264	-0.1020290	9299.736	1
Buy_Hold	0.0671551	0.1011417	10812.983	1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL Interactive

JPM

JPM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1152636	0.1755206	11152.64	2
Buy_Hold	0.2935481	0.4645401	12999.28	1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPM Interactive

MSFT

MSFT Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0474003	0.0710608	10474.00	2
Buy_Hold	0.1635049	0.2516754	11885.83	1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFT Interactive

NBIS

NBIS Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.8103621	1.410457	18103.62	4
Buy_Hold	1.9540845	3.981186	27958.56	1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBIS Interactive

NET

NET Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0413862	0.0619569	10413.86	2
Buy_Hold	1.2137690	2.2479391	21749.22	1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET Interactive

NVDA

NVDA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2586885	0.4064171	12586.88	4
Buy_Hold	0.1002856	0.1521942	11055.21	1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA Interactive

O

O Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1544670	0.2372898	11544.670	4
Buy_Hold	-0.0954624	-0.1381952	9061.025	1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

O Interactive

QQQ

QQQ Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0580855	0.0872976	10580.85	4
Buy_Hold	0.1122672	0.1708418	11195.58	1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQ Interactive

QQQM

QQQM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0579287	0.0870587	10579.29	4
Buy_Hold	0.1126354	0.1714164	11198.78	1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQM Interactive

SCHD

SCHD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0395586	-0.0580765	9604.414	3
Buy_Hold	-0.0645958	-0.0942450	9363.958	1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHD Interactive

TCMD

TCMD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.4066706	-0.5387414	5933.294	1
Buy_Hold	-0.3006896	-0.4115005	7027.027	1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMD Interactive

TSM

TSM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1576285	0.2423158	11576.28	1
Buy_Hold	0.1411226	0.2161488	11377.40	1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSM Interactive

V

V Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1265366	0.1931768	11265.37	3
Buy_Hold	0.2467080	0.3866191	12455.71	1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

V Interactive

VDADX

VDADX Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0954160	0.1446433	10954.16	3
Buy_Hold	0.0256647	0.0382786	10256.65	1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADX Interactive

VDE

VDE Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0799924	0.120834	10799.924	4
Buy_Hold	-0.0532507	-0.077913	9454.719	1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDE Interactive

VOO

VOO Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0944332	0.1431213	10944.33	4
Buy_Hold	0.0594413	0.0893635	10635.08	1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOO Interactive

VUG

VUG Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0564442	0.0847983	10564.44	4
Buy_Hold	0.1133120	0.1724725	11189.95	1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUG Interactive

VYM

VYM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0595915	0.0895924	10595.92	3
Buy_Hold	0.0241223	0.0359649	10275.96	1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYM Interactive